Daily Newsletter 10/31/25

Futures kicked off the morning in the green, fueled by Thursday night’s surge in equity futures. Yet, the bullish momentum among interest rate optimists took a hit after Fed Chair Powell’s latest remarks, which signaled a more cautious approach to policy cuts than many traders had hoped. His comments have swiftly tempered the market’s expectations for an imminent easing cycle, injecting a dose of sobriety into the recent optimism.

Meanwhile, the unfolding U.S.-China truce continues to attract global attention. Although markets are maintaining a steady, almost serene tone for now, the reality is that deep-seated differences between the two nations remain unaddressed. Rather than offering a breakthrough, this fragile calm highlights that the most contentious issues have simply been deferred. What we’re witnessing is less a resolution and more a temporary pause in the ongoing rivalry—setting the stage for further uncertainty ahead.

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